Analyst, M&A Solutions

Overview

If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the practice management department offers a hybrid work schedule, so you will be able to work from home on Wednesdays and Fridays.

We’re looking for a highly analytical and detail-oriented M&A analyst to join our ranks. This role focuses on mergers & acquisitions (M&A), continuity and succession planning, and valuation analysis. The ideal candidate will support complex financial modeling, valuation analysis, and strategic decision-making to drive successful transactions and optimize financial planning initiatives. This role offers an excellent opportunity to work in a dynamic environment with senior finance professionals, contributing to the firm’s growth and strategic objectives.

Key Responsibilities

• M&A Support : Assisting in the due diligence, financial modeling, and valuation of potential M&A deals
• Operational Readiness : Analyst will be responsible for all operational and logistical elements to M&A transactions, including continuity and succession
• Financial Modeling : Building, maintaining, and refining financial models for prospective deals.
• Valuation Analysis : Conducting valuation analyses, including discounted cash flow (DCF), comparable company analysis, and other methods to support M&A transactions.
• Transaction Due Diligence : Performing in-depth financial and operational due diligence on potential transactions, including assessing financial statements, growth prospects, competitive position, and industry trends.
• Industry & Market Analysis : Monitoring and analyzing trends in the industry and related sectors, providing insights into potential risks and opportunities for the firm’s strategic initiatives.
• Project and Program Support : Supporting the development and execution of M&A-related projects, programs, and strategic initiatives, including preparing analyses, creating presentation materials, and supporting or leading presentations at broker-dealer, advisor, and industry events.

• Leading inter-departmental collaboration for execution of M&A deals; licensing and book of business analysis, end advisor communication plans, marketing submissions, etc.

Core Strengths and Skills

• Education : Bachelor’s degree in Finance, Accounting, Economics, or a related field. Master’s degree (MBA or MS in Finance) or professional certifications (CFA, CPA) are a plus.
• Experience : 2+ years of experience in financial analysis, preferably in M&A, investment banking, private equity, corporate finance, or related fields.
• Technical Skills :
  • Proficient in Microsoft Excel and financial modeling.
  • Knowledge of valuation techniques and capital structuring.
  • Proficient in Power BI is a plus.
• Analytical Skills : Strong quantitative and analytical abilities, with a detail-oriented approach to complex financial data and modeling.
• Communication Skills : Excellent written and verbal communication skills, with the ability to present complex financial information in a clear, concise manner.
• Team Collaboration : Demonstrated ability to work effectively in a team environment, manage multiple priorities, and meet deadlines in a fast-paced environment.
• Attention to Detail : Meticulous attention to detail with a focus on accuracy and accountability.

Have we piqued your curiosity? Can you see yourself thriving in this opportunity?

Picture Yourself Here

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love?

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.

About Commonwealth

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 3,000 independent financial advisors nationwide. Founded in 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio.

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure.

The Fine Print

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.